Vikas Khemani

Markets may be navigating volatility, but history shows this is when strong portfolios are built. As global uncertainties mirror past cycles, improving macros, easing rates, and policy support are quietly setting the stage for recovery. With valuations corrected and earnings poised to rebound, FY27 presents a clear runway for growth. Read the full interview with @bsindia : lnkd.in/drjyJadD @vikaskhemani ; @khemani_swati ;@manoj_bahety #MarketOutlook #Investing #EquityMarkets #FY27 #WealthCreation

On the auspicious occasion of Ram Navami, we marked a new beginning. A New address, the same approach to building with discipline and consistency. @vikaskhemani ;@khemani_swati ;@manoj_bahety

Life lesson for all those who feel success is instant. Everyone goes through the pain before success!

War-led uncertainty, rising oil prices, and volatile markets are dominating the narrative today but as history shows, periods of maximum pessimism often lay the foundation for the next phase of market recovery. Our Co-Founder @vikaskhemani shares, Short-term disruptions may shake sentiment, but they rarely alter long-term fundamentals. The real question is not whether volatility will persist—but how investors choose to respond to it. Read the full interview with @CNBCTV18Live : lnkd.in/dA7cqzRj @khemani_swati ;@manoj_bahety #MarketVolatility #InvestorMindset #LongTermInvesting #WealthCreation #MarketOutlook

Markets are “completely headline-driven” right now, but that doesn’t change the playbook. As our Co-founder @manoj_bahety highlights, this is “not at all a sell on every bounce” market. Instead, it’s a time to build quality portfolios and keep deploying on dips, while staying anchored to fundamentals. Read the full interview at Moneycontrol: youtube.com/watch?v=IReHYQ… @vikaskhemani ; @khemani_swati #Markets #Investing #Volatility #LongTermInvesting #IndiaGrowthStory

The stage is set. The stakes are high. ⛳ The Carnelian Championship Series 2026 has arrived at Zion Hills Golf County — and this isn’t just a tournament… it’s a test of nerve, precision, and pure passion. Step onto a course where every yard pushes limits: •⁠ ⁠7,350 yards of championship intensity •⁠ ⁠A monstrous 660-yard Par 5 finale that separates the bold from the best •⁠ ⁠India’s only Bent grass greens — built for world-class play Come for the tournament, or come any day to experience the course at your own pace — because great golf isn’t just about competition, it’s about showing up and playing. Whether you're chasing the perfect swing or just here for the thrill of the game, this is where golfers rise and unforgettable moments are made. We don’t just believe in long-term value in markets — we believe in experiences that stay with you long after the final putt drops. Are you ready to play? Registration Link for April, 24th Apr - Practise Round with Gala Dinner 25th Apr - Tournament, Lunch and PD forms.gle/XYSg6Zg2X4RWEd… @vikaskhemani; @manoj_bahety; @khemani_swati #CarnelianChampionshipSeries #ZionHills #GolfIndia #GolfLife #ChampionshipGolf #LuxuryLifestyle #InvestInExperience @ZionHillsHomes

Oil is trading above $100, but will it sustain at these levels, and does it pose a real risk? As our Co-Founder @vikaskhemani shares, while elevated oil prices can have macro implications, the impact remains manageable for India within a certain range. Tune in for his perspective on how oil could shape both the Indian and global economic outlook at CNBC-TV18 : youtube.com/watch?v=q4znc7… @khemani_swati ; @manoj_bahety #MarketOutlook #IndiaEconomy #MacroTrends #StockMarketIndia #InvestingInsights #EconomicOutlook #LongTermInvesting

Amid rising global uncertainty and shifting market dynamics, we’re hosting an exclusive dialogue with a Former Indian Ambassador Mr. Arun Kumar Singh in conversation with Vikas Khemani. 📅 Date: 25th March 2026 ⏰ Time: 5-6 PM 🔗 Registration Link : us02web.zoom.us/meeting/regist… Register now to gain insights on geopolitics, India’s positioning, and implications for investors. Thanks, Team Carnelian Asset Management @vikaskhemani ; @khemani_swati ; @manoj_bahety

How To Remember Everything you Read

Shankar bhai, aap thoda positive bhi soch ya likh sakte hai ! Such people are in scarcity. People who have achieved something in life by luck or efforts and have followers should use their level/status, to influence positivity and good things. World is full is negative people and why you want to be with majority! A friendly advise!

@vikaskhemani The name makes it a legitimate target, bhai. Just saying...

My most favourite place Zion Hills Golf County. Golfers paradise and a great weekend getaway (many live there as first home) - AQI of less than 20 and great weather most part of the year - 1 hours and 15 mins drive from #Bengluru city (whitefield) and Airport - Thriving community of golfers and home owners - 18 Hole Golf course beautifully designed by Ronald Fream & George Philpott - Only course in India featuring Bent grass - 7350 yard length with a 660 yard, par 5 18th hole - Fully developed sports complex and club - Exciting Golf tournaments Great place to own a home or stay. Check it out! You won’t come back without loving it, I like did!

@aroorprashanth Thank you. Surely won’t.

@vikaskhemani Nice course and great academy. Hope the untimely passing of DR Roy does not diminish it in any way.

@Viswana10Sriram From airport it’s smooth drive. From Whitfield it’s quite easy too . Rest I won’t comment on bangluru traffic

@vikaskhemani Getting to the course and getting out from Bangalore is a nightmare.

As our Co-Founder @vikaskhemani notes, don't invest in contra for the sake of contra, despite market corrections. The focus remains on research, fundamentals, and staying invested in quality businesses as the India growth story continues to remain intact. Watch the full Interview with @CNBCTV18Live at: lnkd.in/gWwDUYVc @khemani_swati ; @manoj_bahety #Markets #Investing #IndiaGrowthStory #LongTermInvesting #MarketVolatility

From railroads to the internet to fintech, every wave of disruption has ultimately expanded industries, not erased them. The pattern with AI remains the same; while it may disrupt parts of the value chain, it is also unlocking new applications, driving productivity, and expanding the addressable market. Find more in our latest letter to investors: lnkd.in/d3ukuUin @vikaskhemani ; @khemani_swati ; @manoj_bahety #DisruptionVsTransformation #BusinessStrategy #marketinsights #growthopportunities

Our Co-Founder @vikaskhemani says, even as bank stocks and other liquid sectors see sharp corrections, this is largely a macro-driven sell-off, not a reflection of underlying fundamentals. While volatility may impact prices in the short term, the long-term value & the India growth story remain intact. Watch the full interview on moneycontrol: youtube.com/watch?v=0snkXA… @khemani_swati ; @manoj_bahety #LongTermInvesting #MarketCycles #EconomicOutlook #InvestorMindset #WealthBuilding #MarketCorrection

We are pleased to share that our portfolios continued to demonstrate resilience amid ongoing market volatility. Across strategies, our focus remains on navigating volatility while consistently delivering long-term alpha. @vikaskhemani ; @khemani_swati ;@manoj_bahety #PortfolioManagement #Investing #AlphaGeneration #MarketInsights #IndiaGrowthStory

Markets may react sharply to global uncertainties, but history shows that crises are cyclical and corrections often create opportunity. Our Co-Founder, @vikaskhemani shares insights on how short-term volatility or geopolitical developments can temporarily impact earnings or sentiment, the long-term value of strong businesses remains intact. India also enters this phase with stronger macroeconomic fundamentals than in many past disruptions. Watch the full interview on @ETNOWlive : youtube.com/watch?v=E5Pfm4… @khemani_swati ; @manoj_bahety #MarketInsights #InvestmentStrategy

@FundFlowIndia @carnelian_asset Thank you for your kind words. Yes we have got our in principle approval for MF. We should be launching once we receive final approval. Thank you.

One of the best Portfolio managers out there. any plans to launch a mutual fund? Would be exciting to see your strategy available to a wider set of investors. @carnelian_asset @vikaskhemani

It was great speaking to students @AshokaUniv. Great institution and bright students with so much passion for investing. 👏👏👏@khemani_swati @carnelian_asset